Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$207K ﹤0.01%
11,300
1227
$206K ﹤0.01%
30,030
-520
1228
$205K ﹤0.01%
7,000
-8,000
1229
$205K ﹤0.01%
3,950
1230
$202K ﹤0.01%
7,500
1231
$202K ﹤0.01%
2,610
1232
$202K ﹤0.01%
11,600
1233
$201K ﹤0.01%
+5,000
1234
$201K ﹤0.01%
11,300
1235
$200K ﹤0.01%
7,248
+300
1236
$200K ﹤0.01%
6,410
+510
1237
$197K ﹤0.01%
5,000
1238
$197K ﹤0.01%
3,369
1239
$197K ﹤0.01%
9,300
1240
$193K ﹤0.01%
13,320
-820
1241
$191K ﹤0.01%
15,300
+4,000
1242
$191K ﹤0.01%
11,100
1243
$191K ﹤0.01%
15,000
1244
$191K ﹤0.01%
12,900
+700
1245
$189K ﹤0.01%
15,000
1246
$187K ﹤0.01%
1,300
-1,600
1247
$186K ﹤0.01%
12,000
1248
$185K ﹤0.01%
6,000
1249
$185K ﹤0.01%
8,820
1250
$183K ﹤0.01%
8,000
48 49
50
51 52